A Little About Us CPS Investment Advisors is a full-service, independent financial advisory firm located in Lakeland, Florida. Since 1975, we have empowered our clients to achieve financial security and peace of mind through education…
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CPS Investment Advisors
1509 Sou●●●●●●●●a Avenue
Lak●●●and , FL, 33803
US
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CPS Investment Advisors
Herring, Bob
1509 Sou●●●●●●●●a Avenue
Lak●●●and , FL, 33803
US
View this contact
CPS Investment Advisors
Herring, Bob
1509 Sou●●●●●●●●a Avenue
Lak●●●and , FL, 33803
US
View this contact
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Home - CPS Investment Advisors | cpalliance.com Reviews
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A Little About Us CPS Investment Advisors is a full-service, independent financial advisory firm located in Lakeland, Florida. Since 1975, we have empowered our clients to achieve financial security and peace of mind through education…
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CPAlliance - CPS Investment Advisors
http://www.cpalliance.com/cpalliance
Is a division of CPS Investment Advisors providing turn-key back room support for independent financial advisory firms nationwide. We offer low-cost, tax efficient, pooled and separate account management, insurance solutions, trust services, retirement solutions, as well as trading, reporting and compliance. We also provide our members with continuing education, marketing assistance, on-site visits, and an unparalleled toolbox using state of the art technologies. CPA, Senior Accountant. August 18, 2016.
3 Retirement Loopholes That Are Likely to Close - CPS Investment Advisors
http://www.cpalliance.com/news/3-retirement-loopholes-that-are-likely-to-close
Posted on July 20, 2015 in Tax News. 3 Retirement Loopholes That Are Likely to Close. The government has a knack for catching on to the most popular loopholes. Increasingly popular as financial advisers have learned how to exploit kinks in the law. 1 Back-door Roth IRA conversions. The US. Congress created this particular loophole by lifting income restrictions from conversions from a traditional Individual Retirement Account (IRA) to a Roth IRA, but not listing these. Pre-tax money only, effectively kil...
Taxes - CPS Investment Advisors
http://www.cpalliance.com/services/taxes
Profit from Our Tax Expertise. At CPS, we analyze each of our client’s tax positions throughout the year, not just at tax time. These close working relationships eliminate surprises, identify opportunities to minimize taxes and allow our experts to proactively identify planning opportunities for your business and personal taxes. Our areas of concentration include:. High net worth individuals and families. S and C corporations and LLC’s. Estate and gift tax. We offer personalized service in all areas of:.
CPS Investment Advisors ranked 3rd - CPS Investment Advisors
http://www.cpalliance.com/news/cps-investment-advisors-ranked-3rd
Posted on June 30, 2015 in Press Releases. CPS Investment Advisors ranked 3rd. CPS Investment Advisors was recently ranked 3rd in the country by CNBC in their 2015 list of the Top 100 Fee-Only Wealth Management Firms! CPS Investment Advisors rose to 3rd place this year after debuting in the inaugural ranking last year as 17th! The entire list can be seen here! The methodology for ranking was provided from CNBC to include:. Having staff with professional designations such as a CFP or CFA. Complete our fin...
News Archive - CPS Investment Advisors
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College Savings Accounts-Part 2. Posted on August 18, 2016 in Lakeland Ledger articles by Peter C. Golotko, CPA/PFS, MBA. By Peter C. Golotko, CPA/PFS, MBA and Sherrie Morgan, Director of Marketing and Public Relations. Published Thursday, August 18, 2016. Posted on August 17, 2016 in. Thank you Lakeland Economic Development Council for taking our new picture. Five Signs You Can Trust Your Financial Advisor. Posted on August 9, 2016 in 401k News. How Grandparents Can Help with College Costs Part I. This ...
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Investment Advisor Search
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Helpful Links - Anchor Financial Services, CPA, PA
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Anchor Financial Services, CPA, PA. How We Can Help You. We are affiliated with and/or support the following:. American Institute of Certified Public Accountants. Florida Institute of Certified Public Accountants. FINRA - Financial Industry Regulatory Authority. Create a free website. Create your own free website. Start your own free website. A surprisingly easy drag and drop site creator. Learn more.
Manufacturing Companies | Supply Chain Companies | Logistics Companies
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Resources & Partners. This Tax Bill permanently eliminates the sales tax on manufacturing machinery and equipment; manufacturers must show an affidavit of eligibility to seller. The final bill went through many changes. Read more. Several members joined the PMA Consortium to take advantage of Quick Response Training grant funds from WorkForce Florida Inc. These funds are training new and existing electrical and mechanical. Read more. MSCA of Mid Florida. 4798 So Florida Ave #200. Lakeland, FL 33813.
CNBC charts the top 100 firms
http://www.cnbc.com/id/102605785
CNBC U.S. Business Day. CNBC U.S. Primetime. CNBC U.S. Business Day. CNBC U.S. Primetime. The Pulse @ 1 Market. Cleveland Hustles: The Hustle Continues. The Pulse @ 1 Market. Top-Rated Wealth Management Firms. CNBC charts the top 100 fee-only wealth managers of 2015. Wednesday, 3 Jun 2015 1:01 PM ET. 1 Fee-only wealth firm. CNBC is releasing its list of the 100 fee-only wealth management firms in the U.S. Peter Mallouk, Creative Planning CIO and President, topped the list, and shares his strategy. East C...
Top 100 Fee-Only Wealth Management Firms
http://www.cnbc.com/id/101633740
CNBC U.S. Business Day. CNBC U.S. Primetime. CNBC U.S. Business Day. CNBC U.S. Primetime. The Pulse @ 1 Market. Cleveland Hustles: The Hustle Continues. The Pulse @ 1 Market. US stocks close mostly lower as oil sheds 3 pct; Yellen speech eyed. Top-Rated Wealth Management Firms. Top 100 Fee-Only Wealth Management Firms of 2014. The CNBC Digital team presents our inaugural list of the Top 100 Fee-Only Wealth Management Firms, with full firm financial and contact information:. 3400 College Blvd.,. Total ass...
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Home - CPS Investment Advisors
Let our independence help secure yours. We develop comprehensive, transparent financial plans that other firms can’t. Our only allegiance is to you. Retire with Peace of Mind. Find out why they’re called the Golden Years. Your investment future starts here. Review your financial plan. More opportunities to save and no surprises. Profit from our expertise. Your 401(k) shouldn't be frustrating. Simplify retirement with our Check the Box Retirement Plan Platform. Start deciphering your 401(k). March 15, 2018.
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